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Pensions and benefits paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 Mar 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what pensions can be paid by SMSFs
  • RBLs and excess benefits
  • segregating assets
  • commutation.

Author profile

Lyn Formica
Lyn is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). - Current at 05 May 2017
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This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Pensions and benefits

Author(s):  Lyn FORMICA

Materials from this session:

Family Law and Death

Author(s):  Heather WATSON

Materials from this session:

An actuary's perspective

Author(s):  Zoe DOWSETT

Materials from this session:

Super and CGT

Author(s):  Lisa HURWOOD

Materials from this session:

Further details about this event:

 

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